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Aigen Investment Management’s Workiva WK Stock Holding History

Aigen Investment Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,869
Closed -$334K – 811
2025
Q4 		$334K Buy
3,869
+1,528
+65% +$135K 0.08% 334
2025
Q3 		$202K Buy
+2,341
New +$176K 0.03% 681
2025
Q1 		– Sell
-4,320
Closed -$473K – 1070
2024
Q4 		$473K Sell
4,320
-10,003
-70% -$922K 0.08% 346
2024
Q3 		$1.13M Sell
14,323
-415
-3% -$31.2K 0.22% 130
2024
Q2 		$1.08M Buy
14,738
+2,499
+20% +$197K 0.21% 131
2024
Q1 		$1.04M Buy
12,239
+3,979
+48% +$358K 0.23% 136
2023
Q4 		$839K Buy
+8,260
New +$797K 0.15% 193
2022
Q2 		– Sell
-2,276
Closed -$269K – 748
2022
Q1 		$269K Buy
2,276
+429
+23% +$47.4K 0.05% 405
2021
Q4 		$244K Buy
+1,847
New +$260K 0.02% 864
2021
Q1 		– Sell
-2,784
Closed -$255K – 917
2020
Q4 		$255K Sell
2,784
-5,434
-66% -$382K 0.03% 594
2020
Q3 		$458K Buy
+8,218
New +$457K 0.06% 423
2020
Q2 		– Sell
-18,721
Closed -$605K – 1330
2020
Q1 		$605K Sell
18,721
-13,173
-41% -$548K 0.08% 371
2019
Q4 		$1.34M Buy
+31,894
New +$1.34M 0.22% 116

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Aigen Investment Management's WK Position: Q1 2026 in Review

Aigen Investment Management sold out of Workiva (WK) in Q1 2026, closing a stake of 3,869 shares — an estimated $334K sold.

Aigen Investment Management first reported a position in WK in Q4 2019 and held it in 13 quarters. The position peaked at $1.34M in Q4 2019. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Aigen Investment Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 3,869 Workiva shares in Q1 2026, an estimated $334K.
  • Aigen Investment Management first reported a position in Workiva in Q4 2019 and held it in 13 quarters.
  • Aigen Investment Management's Workiva position peaked at $1.34M in Q4 2019.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.